Civic Intelligence

Evergreen Elementary Home & School Association

990EZ • Fiscal year 2017 • EIN 84-1712785

Sep 01, 2016 to Aug 31, 2017 • Filed on Feb 06, 2018

98 Kagey RoadCollegeville, PA 19426

(610) 409-9751

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

100th percentile

1361%

Higher net margin than 100% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-33%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Assets

Down

$55,594

Down $27,475 (-33%) from 2016

Net Assets

Down

$55,594

Down $27,475 (-33%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

-$2,019

Down $48,690 (-104%) from 2016

Expenses

Down

$25,456

Down $6,621 (-21%) from 2016

Net Income

Down

-$27,475

Down $42,069 (-288%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2014: $63,936Liabilities 2014: $0Net Assets 2014: $63,9362014Assets 2015: $68,383Liabilities 2015: $0Net Assets 2015: $68,3832015Assets 2016: $83,069Net Assets 2016: $83,0692016Assets 2017: $55,594Net Assets 2017: $55,5942017Assets 2018: $66,165Liabilities 2018: $02018Assets 2019: $67,490Net Assets 2019: $67,4902019Assets 2020: $73,834Net Assets 2020: $73,8342020Assets 2021: $67,223Net Assets 2021: $67,2232021Assets 2022: $69,985Net Assets 2022: $69,9852022Assets 2023: $72,400Net Assets 2023: $72,4002023Assets 2024: $80,884Net Assets 2024: $80,8842024

Highlighted filing

2017

Assets$55,594
Liabilities-
Net Assets$55,594

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2014: $51,033Expenses 2014: $40,390Net Income 2014: $10,6432014Revenue 2015: $22,818Expenses 2015: $18,371Net Income 2015: $4,4472015Revenue 2016: $46,671Expenses 2016: $32,077Net Income 2016: $14,5942016Revenue 2017: -$2,019Expenses 2017: $25,456Net Income 2017: -$27,4752017Revenue 2018: $28,429Expenses 2018: $17,907Net Income 2018: $10,5222018Revenue 2019: $31,219Expenses 2019: $29,894Net Income 2019: $1,3252019Revenue 2020: $14,589Expenses 2020: $8,245Net Income 2020: $6,3442020Revenue 2021: $3,135Expenses 2021: $9,746Net Income 2021: -$6,6112021Revenue 2022: $19,817Expenses 2022: $17,055Net Income 2022: $2,7622022Revenue 2023: $20,958Expenses 2023: $18,543Net Income 2023: $2,4152023Revenue 2024: $24,769Expenses 2024: $16,285Net Income 2024: $8,4842024

Highlighted filing

2017

Revenue-$2,019
Expenses$25,456
Net Income-$27,475
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Feb 6, 2018
Return Version
2016v3.0
Gross Receipts
$36,848
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
School activities and field trips - winterfest, fun fair, variety show, movie night-$15,591
Classroom and teacher support to provide additional materials, technology, books and supplies-$7,783
School Assemblies for all Grades-$2,410
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacey VerguldiPresidentPT$0--
Kate O'LearySecretaryPT$0--
Erica EllisonTreasurerPT$0--
Greg LiddleAssistant TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cash for Cards$400$400$166$234
Boosterthon$35$35$2,000$-1,965
Total Events$36,670$36,670$38,867$-2,197
Filing and Contact Details

Filer

Filer Name
Evergreen Elementary Home & School Association
EIN
84-1712785
Phone
6104099751
Address
98 Kagey Road, Collegeville, PA 19426

Signing Officer

Name
Stacey Verguldi
Title
President
Signed
2018-02-06
Discuss with paid preparer
No

Preparer

Firm
Trout James & Associates PC
Address
168 W Ridge Pike Suite 125, Limerick, PA 19468
Preparer
Scott R Trout CPA
Phone
6104893200
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Guidance Support 554

Form 990-EZ, Part I, Line 16, Other Expenses

Other Activity Costs 50

Form 990-EZ, Part I, Line 16, Other Expenses

Special Requests 22,891

Form 990-EZ, Part I, Line 16, Other Expenses

Donations 140

Form 990-EZ, Part I, Line 16, Other Expenses

Staff / Volunteer Appreciation 1,551

Form 990-EZ, Part I, Line 16, Other Expenses

Service fees 270

Form 990-EZ, Part I, Section Other Investment Income, Line 4

Interest Income 29

Form 990-EZ, Part III, Line Primary Exempt Purpose

To support and enhance the school and teachers of Evergreen Elementary School to provide a better learning environment.

Form 990-EZ, Part V, Line Information Regarding Personal Benefit Contracts

The organization did not during the year, receive any funds directly or indirectly to pay premiums on a personal benefit contract. The organization did not during the year, pay any premiums, directly or indirectly on a personal benefit contract.

Form 990-EZ, Part I, Section Other Expenses, Line 16

Donations 140

Form 990-EZ, Part I, Section Other Expenses, Line 16

Other Activity Costs 50

Form 990-EZ, Part I, Section Other Expenses, Line 16

Staff Appreciation 1,551

Form 990-EZ, Part I, Section Other Expenses, Line 16

Guidance Support 554

Form 990-EZ, Part I, Section Other Expenses, Line 16

Special Requests 22,891

Form 990-EZ, Part I, Section Other Expenses, Line 16

Service fees 270

Raw XML Appendix205 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Collegeville
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kate O'Leary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Erica Ellison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Greg Liddle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Assistant Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025456
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0School Assemblies for all Grades
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School activities and field trips - winterfest, fun fair, variety show, movie night
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02410
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-2197
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt025456
IRS990EZ/TotalProgramServiceExpensesAmt025784
IRS990EZ/TotalRevenueAmt0-2019
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http//evergreen.pvsd.org/pages/evergreenes/homeandSchoolAssociation
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0146
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0200468
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt026
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IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08444
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038315
IRS990ScheduleA/Total509Grp/TotalAmt0200614
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08476
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt046798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038341
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0200743
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt035
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036670
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2197
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt036701
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038867
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0166
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Guidance Support 554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Activity Costs 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Special Requests 22,891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Donations 140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Staff / Volunteer Appreciation 1,551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Service fees 270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Interest Income 29
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7To support and enhance the school and teachers of Evergreen Elementary School to provide a better learning environment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8The organization did not during the year, receive any funds directly or indirectly to pay premiums on a personal benefit contract. The organization did not during the year, pay any premiums, directly or indirectly on a personal benefit contract.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Donations 140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Other Activity Costs 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Staff Appreciation 1,551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Guidance Support 554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Special Requests 22,891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Service fees 270
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Section Other Investment Income, Line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part III, Line Primary Exempt Purpose
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part V, Line Information Regarding Personal Benefit Contracts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Section Other Expenses, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Section Other Expenses, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Section Other Expenses, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Section Other Expenses, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Section Other Expenses, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Section Other Expenses, Line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Stacey Verguldi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Evergreen Elementary Home & School Association
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0841712785
ReturnHeader/Filer/PhoneNum06104099751
ReturnHeader/Filer/USAddress/AddressLine1Txt098 Kagey Road
ReturnHeader/Filer/USAddress/CityNm0Collegeville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019426
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07FA1AF2CEAD69FFEEE7C2D967774D8763A9EFC75
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07FA1AF2CEAD69FFEEE7C2D967774D8763A9EFC75
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.49.121.97
ReturnHeader/FilingSecurityInformation/IPDt02018-02-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm020:02:48
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Trout James & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0168 W Ridge Pike Suite 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Limerick
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019468
ReturnHeader/PreparerPersonGrp/PhoneNum06104893200
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott R Trout CPA
ReturnHeader/ReturnTs02018-02-06T12:14:17-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

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